Institutional Ownership Ishares Msci Eafe Min Vol Fact (EFAV)
This table provides information about the institutional ownership of Ishares Msci Eafe Min Vol Fact (EFAV). We have compiled data on the 581 institutions that hold shares in the stock, with a total of 36.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
12,150
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
12,118
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
12,111
shares
|
$1.04 Million
0.38% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
12,090
shares
|
$1.04 Million
0.75% of portfolio
|
Q3 2025
Reduced 78.07%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
11,700
shares
|
$1.01 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
11,683
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 35.81%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
11,533
shares
|
$994,836
0.09% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
11,378
shares
|
$981,466
0.02% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
11,200
shares
|
$966,112
0.0% of portfolio
|
Q3 2025
Reduced 87.32%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
11,001
shares
|
$948,946
0.08% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
10,969
shares
|
$946,185
0.02% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,946
shares
|
$944,201
0.34% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
10,834
shares
|
$934,540
0.13% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
10,799
shares
|
$931,521
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
10,664
shares
|
$919,876
0.01% of portfolio
|
Q3 2025
Reduced 23.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
10,509
shares
|
$906,506
0.0% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,504
shares
|
$906,075
0.26% of portfolio
|
Q2 2022
Added 1.2%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,487
shares
|
$904,608
0.03% of portfolio
|
Q3 2025
Added 33.59%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,219
shares
|
$881,490
0.01% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
10,128
shares
|
$873,641
0.24% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
10,120
shares
|
$872,951
0.03% of portfolio
|
Q3 2025
Added 97.66%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,002
shares
|
$862,772
0.02% of portfolio
|
Q3 2025
Added 36.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,975
shares
|
$860,443
0.01% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
9,950
shares
|
$858,287
0.1% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
9,821
shares
|
$847,159
0.03% of portfolio
|
Q3 2025
Reduced 0.41%
|
|